Kevin’s Approach
Kevin T. McFadden
CFP®, ABFP, LUTCF®
Financial Advisor / Member Owner
Overview
Kevin McFadden serves as a financial advisor focused on guiding individuals and families through major life transitions at our Rockford, Illinois, headquarters. As a CERTIFIED FINANCIAL PLANNER® professional, he works closely with clients navigating retirement, inheritances, business sales, and the loss of a spouse, helping them navigate these transitions through thoughtful planning and steady guidance.
Involved in the financial services industry since 2007, Kevin centers his work on retirement planning strategies designed to support long-term financial goals. He helps clients design retirement cash flow projections, evaluate retirement income, and address insurance needs, debt management, education funding, and estate and tax planning. His approach emphasizes clarity, discipline, and decision-making that aligns financial strategies with personal goals.
In addition to holding the CFP® designation, Kevin is an Accredited Behavioral Finance ProfessionalSM (ABFPSM) and Life Underwriter Training Council FellowSM (LUTCF®). He brings a broad perspective to financial planning, including wealth transfer and philanthropy.
Before joining Savant, Kevin built his career in banking, where he worked in compliance, investments, and financial planning roles. He supported clients pursuing a wide range of financial goals and later advanced into a financial planner role at Savant, preparing and delivering coordinated planning strategies for high-net-worth clients alongside their professional advisory teams.
Kevin maintains an active presence in the communities where he lives and works. He volunteers on three nonprofit organization boards or committees, contributing his time and leadership to causes that matter locally.
He earned a bachelor’s degree in accounting with a minor in finance from Columbia College of Missouri. Kevin enjoys music and time with family, plays guitar, and spends his free time hiking, bike riding, and making memories with his daughter, Zoey.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Columbia College of Missouri
Bachelor of Science in Accounting
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- ABFP
- LUTCF®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
The Influence of Behavioral Finance and the Market
Discover how behavioral finance influences investment decisions and market trends. Learn practical strategies to help manage biases and…
How Behavioral Biases Can Influence Investment Decisions
Behavioral biases shape how investors think and act in market cycles. Understanding them supports more disciplined, long-term decisions…
All Insights by Kevin T. McFadden
2 insights
The Influence of Behavioral Finance and the Market
Discover how behavioral finance influences investment decisions and market trends. Learn practical strategies to help manage biases and…
How Behavioral Biases Can Influence Investment Decisions
Behavioral biases shape how investors think and act in market cycles. Understanding them supports more disciplined, long-term decisions…
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.